Brave Family Advisors

James Haire is a financial advisor at Brave Family Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Millennium Management before joining Brave Asset Management in 2019. Brave Family Advisors serves individual clients, including high net worth individuals, as well as charitable institutions, foundations, estates, trusts, and participant-directed retirement plans. The firm offers discretionary portfolio management and investment consulting, employing a balanced approach to equity and fixed-income portfolios with selective use of derivatives and borrowing in separately managed accounts.

Scott Morrison is a financial advisor at Brave Family Advisors in St. Petersburg, FL, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Brave Family Advisors since 2016. Outside of his advisory role, he serves as president of Gomo Properties LLC, a residential investment real estate business. Brave Family Advisors serves individual clients, including high net worth individuals, as well as charitable institutions, foundations, estates, trusts, and participant-directed retirement plans. The firm provides discretionary portfolio management and investment consulting services, utilizing a range of analytical methods and employing derivatives and borrowing in a limited number of separately managed accounts.

Peter Van Alstyne is a financial advisor at Brave Family Advisors in Summit, NJ, holding a Series 65 designation with five years of industry experience. He has been self-employed since 2001. Outside of advisory work, he manages a non-investment-related property management company. Brave Family Advisors serves individual clients, including high net worth individuals, as well as charitable institutions, foundations, estates, trusts, and participant-directed retirement plans. The firm offers discretionary portfolio management and investment consulting, utilizing a mix of fundamental, technical, charting, and cyclical analysis, and employs targeted use of derivatives and borrowing in separately managed accounts.

Yiorgos Georgeson is a CFP®, CFA®, and Series 65-registered advisor with eight years of industry experience. He has worked at Brave Asset Management, Inc. since 2017 and previously spent a year at Hall Capital Partners LLC. He is based in Summit, NJ. Brave Family Advisors serves individual clients, including high net worth individuals, as well as charitable institutions, foundations, estates, trusts, and participant-directed retirement plans. The firm offers discretionary portfolio management and investment consulting, employing a balanced approach that integrates fundamental, technical, charting, and cyclical analysis with selective use of derivatives and borrowing in separately managed accounts.

William Swart is a financial advisor at Brave Family Advisors in Tiverton, RI, holding a Series 65 credential with three years of industry experience. His background includes roles at Brave Asset Management, Inc., Gleeson's Wine and Spirits, and Bryant University. Brave Family Advisors serves individual clients, including high net worth individuals, as well as charitable institutions, foundations, estates, trusts, and participant-directed retirement plans. The firm offers discretionary portfolio management and investment consulting, utilizing a mix of fundamental, technical, charting, and cyclical analysis to build balanced equity and fixed-income portfolios.